

The Review Interface displays workspace documents. You can use the Viewer type tabs to toggle the loaded formats of documents, such as Native Viewer, Image Viewer, Extracted Text Viewer, or Productions Viewer. Using the Viewer, you can control the form of document that displays in the interface. If a document has not been imaged, you can image documents on-the-fly in the Viewer.
Note: Using your internet browser to zoom to any size other than 100% while using the Viewer is not supported and can cause unexpected behavior.
If you do not see the document in the Viewer, it either has not been loaded to the workspace, its conversion failed, or you do not have permission to see it.
See these related pages:
The Native Viewer offers several ways of viewing and working with documents. There are options available in the following sections of the Viewer:
Each of these options and menus is described in more detail in the sections below.
The following toolbar options are available in the Native Viewer:
When you Create PDF from the Native Viewer or using the Mass PDF Operations bar, most types of searchable PDFs will now have significantly smaller file sizes. More specifically, images without highlights, but configured to be searchable and stamped, will benefit from the most dramatic decrease in file size. But overall, the Create PDF feature now generates reduced file saves for a wide range of configurations when creating searchable PDFs. In order to accomplish this for previously unknown file-types and mixed TIFF and JPEG Create PDF jobs, Relativity now treats each page individually, instead of treating the entire document as a whole, allowing for the best file-size-reduction technique possible for each page.
Image Format | Redactions | Highlights | File Size Reduction |
---|---|---|---|
TIFF | Yes | No | Up to 76% |
TIFF | Yes | Yes | Up to 43% |
JPEG | Yes | No | Up to 43% |
JPEG | Yes | Yes | Up to 43% |
After you click Create PDF, a copy of the document converts to a PDF file you can save from your web browser downloads. Relativity assigns a GUID for Create PDF file names.
The following options are available in the left drawer of the review interface:
The following options are available in the right drawer:
To learn more about these options, see Document actions menu.
To learn more about these options, see Viewer settings menu.
The Viewer breadcrumbs help you track your current location while browsing documents in the Related items card. The information on your current location updates as you navigate. If Documents is an active link, you can click it to return to the document you were viewing before browsing documents in the Related items card.
Additionally, to exit the Viewer and return to the page you were previously on, you can click the Exit viewer button at any time.
While viewing a document in the Native Viewer, you have several right-click options, including the Copy option. Use this option to copy text from the document you are currently viewing and then paste it into another application.
To do this:
You cannot copy text if you:
Audio and video files can be streamed in the Native Viewer. Audio and video file type compatibility varies depending on your internet browser.
Note: If an audio or video file has not been opened in the Native Viewer, it may display with a value of No for the Supported by Viewer field. Once a file has been successfully opened by the Viewer, the Supported By Viewer field displays Yes.
The audio and video controls that display in the Viewer depend on your internet browser.
Browser | Audio Controls | Video Controls |
---|---|---|
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Waveform is a visualization of sound that you can view while listening to an audio file in the Native Viewer. Click the Show/Hide Waveform icon to display the Waveform visualization. The visualization tracks the volume and intensity of sound to help you avoid audio inactivity. You can use the audio controls to skip these sections. The visualization also scrolls with a time scale along the bottom to help you identify when a particular audio event occurs.
Document Intelligence notifies you that there is hidden or annotated content, including a pivot table or a filtered pivot table, present in the current document in the Native Viewer. This hidden content are the annotations and modifications tracked in certain document formats. For more information on the file types, see Tracking annotations. When hidden content is found in a document, a pop-up modal appears in the lower-right corner. Highlighting and bordering is also visible in the Viewer where the changes were made and a annotation bar is available to sort and view each annotation. Once the notifications appear, you can then choose whether or not to view tracked changes, hidden text and comments in the Viewer.
The various file types each have distinct annotations that are tracked. Below is each file type that is supported and the related tracked changes:
File type | File extensions | Annotation type | Tracked changes |
---|---|---|---|
Excel | .xls, .xlsx, .xlsb | Tracked Changes, formulas, hidden pages/columns/rows, Comments |
Inserted cell, moved cell, modified cell, cleared cell Inserted column, deleted column Inserted row, deleted row Inserted sheet, renamed sheet |
Word | .doc, .docx | Tracked Changes, comments, hidden text | Insertions, deletions, moves |
PowerPoint | .ppt, .pptx | Speaker notes, comments, hidden slides | |
Comments, text content outside the printable page |
When using Document Intelligence, an orange pop-up modal appears in the bottom right corner of the Viewer when hidden content exists. Click on the pop-up modal to see the hidden content on that document. If there is no hidden content found, the modal will say so. If there is hidden content found, it lists each piece of content. Click Show these items to open the annotation bar.
A hidden content icon is available when a supported file type is in the Native Viewer. Click the Hidden Content icon to open or close the annotations bar. If you are viewing an unsupported file type, the icon is not available. For supported file types, see the Tracking annotations.
The annotation bar is for sorting and viewing the hidden content found with Document Intelligence. Each annotation has a card that lists the tracked change, a description of the change, time and date, and author of the change.
If there are multiple annotation cards in the annotation bar, then you can sort them in multiple ways. Click the Sort By drop down menu for these options:
Each type of annotation comes with its distinct highlight in the Native Viewer. Below is a table that lists each annotation type with its highlight in the Viewer:
File type | Modification | Annotation |
---|---|---|
Excel | Inserted cell | Green dotted border around cell. |
Excel | Deleted cell | Red dotted border around cell. |
Excel | Modified cell | Purple dotted border around cell. |
Excel |
Moved cell |
Red dotted border around original location; green dotted border around new location. |
Excel | Inserted row | Green shading in the row header. |
Excel | Deleted row | Red shading with "DEL" in the row header. If the row is added then deleted, the shading is purple. |
Excel | Inserted column | Green shading in column header. |
Excel | Deleted column | Red shading with "DEL" in the column header. If the row is added then deleted, the shading is purple. |
Excel | Inserted sheet | Green shading in the sheet tab. |
Excel | Hidden sheet | Grey text in the sheet tab. |
Excel | Modified sheet | Purple shading on the sheet tab. |
Word | Comments | Blue background on text and note bubble in document. |
Word | Insertions | Green shading behind text. |
Word | Deletions | Red shading behind text. |
Word | Moves | Purple shading behind text. |
Word | Hidden text | Red shading behind text. |
PowerPoint | Speaker notes | Page under sheet. |
PowerPoint | Comments | Note bubble in presentation. |
PowerPoint | Hidden slide | Hidden icon in bottom left corner of slide. |
Comments | Note bubble in document. |
Clicking on an annotation in the Viewer connects the selected annotation to the related annotation tile in the annotation bar. Click on another annotation to view the leader line to that annotation card. One grey connector line is available at a time, unless you moved a cell. In this case, there is a leader line where the cell was originally located and a leader line in the cell's new location. Click the same annotation to remove the leader line.
When you switch to the Image Viewer, a .tiff or .jpeg version of the document displays. You can highlight and redact images in this mode. The Image Viewer is only available if you have loaded an imaged version of the document in the Viewer or if you have manually imaged the file using the Image on the fly option in the Document actions menu. For more information, see Imaging on the fly.
The redactions that are burned into a produced image are the redactions that were on the image at the time that you produced it. If you add or remove redactions from an image after you have produced it, then the image and the produced version of that image will be out of sync.
The Image Viewer offers several ways of viewing and working with documents.
There are options available in the following sections of the Viewer:
Each of these options and menus is described in more detail in the sections below.
The Image Viewer displays the following icons in the toolbar:
The following options are available in the left drawer:
To learn more about these options, see Document actions menu.
To learn more about these options, see Viewer settings menu.
The Viewer breadcrumbs help you track your current location while browsing documents in the Related items card. The information on your current location updates as you navigate. If Documents is an active link, you can click it to return to the document you were viewing before browsing documents in the Related items card.
Additionally, to exit the Viewer and return to the page you were previously on, you can click the Exit viewer button at any time.
Clicking the Create PDF icon brings up the following window, in which you can specify your PDF settings:
When you switch to Extracted Text Viewer in the Viewer type tabs, you can access a drop-down menu on the right side of the Extracted Text tab where all extracted text and all long text fields on the field edit/creation page are available.
The Extracted Viewer offers several ways of viewing and working with documents. There are options available in the following sections of the Viewer:
Each of these options and menus is described in more detail in the sections below.
The Extracted Text Viewer provides the following options:
The following options are available in the left drawer:
The following option is available in the right drawer:
To learn more about these options, see Document actions menu.
To learn more about these options, see Viewer settings menu.
The Viewer breadcrumbs help you track your current location while browsing documents in the Related items card. The information on your current location updates as you navigate. If Documents is an active link, you can click it to return to the document you were viewing before browsing documents in the Related items card.
Additionally, to exit the Viewer and return to the page you were previously on, you can click the Exit viewer button at any time.
When you switch to the Productions Viewer in the Viewer type tabs, you can access a drop-down menu on the right side of the Productions Viewer tab that displays available production sets that contain the current document.
Select a production set from the drop-down menu to see how a document was produced in the selected production. If a document is not included in a production, the productions mode option is unavailable.
The Productions Viewer offers several ways of viewing and working with documents. There are options available in the following sections of the Viewer:
Each of these options and menus is described in more detail in the sections below.
Productions Viewer provides the following options:
The following options are available in the left drawer:
To learn more about these options, see Document actions menu.
To learn more about these options, see Viewer settings menu.
The Viewer breadcrumbs help you track your current location while browsing documents in the Related items card. The information on your current location updates as you navigate. If Documents is an active link, you can click it to return to the document you were viewing before browsing documents in the Related items card.
Additionally, to exit the Viewer and return to the page you were previously on, you can click the Exit viewer button at any time.
You can image a single document in the Viewer by selecting the Image on the fly option from the Document actions menu at the top-center of the page.
Using this feature, you can select any imaging profile you have permissions to view and use it to image the document.
After imaging a document on the fly, you can access thumbnail renderings of the imaged pages of the document.
Imaging some file formats can cause problems. Consider the following:
The PDF Viewer allows you to view PDF files in the Review Interface.
There are options available in the following sections of the Viewer:
Each of these options and menus is described in more detail in the sections below.
The PDF Viewer provides the following options:
The following options are available in the left drawer:
The following options are available in the right drawer:
To learn more about these options, see Document actions menu.
To learn more about these options, see Viewer settings menu.
The Viewer Breadcrumbs help you track your current location while browsing documents in the Related items card. The information on your current location updates as you navigate. If Documents is an active link, you can click it to return to the document you were viewing before browsing documents in the Related items card.
Additionally, to exit the Viewer and return to the page you were previously on, you can click the Exit viewer button at any time.
The following options are available in the Document actions menu:
The following options are available in the Viewer settings menu:
You can open the Viewer in a new window in your browser using the Pop Out Viewer. The Document card and the Coding card remain in the previously opened browser window. They can be expanded to a greater width to take advantage of the space freed up by the Pop Out Viewer. The Pop Out Viewer retains the same functionality as the Viewer. For example, you can switch Viewer types and view highlights or the Thumbnail Viewer as desired.
To open the Pop-Out Viewer in a new browser window, select the Pop Out Viewer option from the Viewer settings menu in the upper-right corner.
To return the Viewer to the previous browser window where the Document card and Coding card are located, you can click either the Pop In Viewer button on the previous browser window or you can select the Pop In Viewer option from the Viewer settings menu in the upper-right.
Alternatively, if you close the browser window that the popped out Viewer is in, the Viewer pops in to the Review Interface or in other words, returns to the original browser window.
To view a document in a separate browser window, click the file icon in the Document list or in the Viewer on the Documents card or Family card. Launching the Standalone Viewer from either the Documents and Family card launch the Review interface.
The Document preview panel allows you to view documents in the document list before launching the Viewer. It also allows you to filter the list and quickly view documents in the results which makes the process of finding documents more efficient. To learn more, visit
The related items card is located at the bottom-right corner of the Viewer. Related items are customizable groups of documents within a workspace. Common examples are family groups, duplicates, or similar documents.
The Edit field will be available in the Related items card if you add it to the Relational card view.
The related items toolbar includes the following:
When a coding decision is made, the information in the Related Items card automatically refreshes. If there are two or more reviewers on the same document, a user can refresh this card by clicking on the Menu icon and selecting Refresh card.
The Related items card can be opened in a separate browser window. Click the Menu icon and select Pop out card to open the card in its own window. Click the Menu icon and select Pop in card to close the browser window and return the card to the Viewer.
You can use the related items card to quickly identify documents related to the active document. You can also use this card to act on those groups of related items.
For instance, in the example of the Related items card below, you can select some or all of the documents in the Related items card and click Edit. This opens a window for you to access all of your active layouts – the same layouts available in the layouts pane. Using these layouts, you can make coding decisions and apply them to the selected documents using mass editing. Alternatively, you can mass PDF, Save as List, Image, or Tally/Sum/Average. To learn more, see Mass operations.
If you add the Edit field to your relational card view, you can click the Edit icon in the row of a document and immediately open that document in the Viewer with the layout ready to be edited.
The Document History and Production History card is located in the bottom-right of the Viewer. This card displays either the document history or the production history, depending on which you have selected. The Document History card displays information about the most recent actions taken by users with the current document. The Production History card displays information on any productions that the current document was included in.
You can filter the columns to help find information or export the information in the Document History card to a .csv file.
You can refresh this card by clicking on the Menu icon and selecting Refresh card.
The Document History card can be opened in a separate browser window. Click the Menu icon and select Pop out card to open the card in its own window. Click the Menu icon and select Pop in card to close the browser window and return the card to the Viewer.
The following permissions are required to access Document and Production History:
Object Security | Tab Visibility | Admin Operations |
---|---|---|
|
|
|
The Documents card contains the document list so you can conveniently navigate from document-to-document without having to leave the Viewer. The fields that display in the card are based on which view is selected in the document list. Each time that you save a coding decision in the Viewer, the Documents card refreshes to show the latest results. The highlighted document in the document list now updates when you navigate from document-to-document to make tracking even easier.
If you're using Review Center, the Documents panel shows the documents in your current queue. For more information, see Reviewing documents using Review Center.
When you have installed and run an email threading structured analytics set for documents, you can use the email thread visualization tool. Launch the Email Thread Visualization pane, click the email thread visualization icon in the lower right corner of the displayed document in the Viewer. The email thread visualization pane expands and shows the thread group for the selected email in the Viewer.
Using this tool, you can visually examine email threads and how they are coded. You can also easily perform mass editing from this tool. See Email thread visualization for more information.
.eml and .msg documents have header dates and times in Coordinated Universal Time (UTC) format. The Relativity Native Time Zone Offset field determines how the Viewer handles time zones for .eml, .msg, and RSMF documents.
Note: Relativity does not automatically account for Daylight Savings Time. If you need the Viewer to account for Daylight Savings Time, deploy the Set Native Timezone Offset with DST script.
When in the Native Viewer, Image Viewer, or Productions Viewer, you can access and browse thumbnail renderings of a document's pages. Quickly scan, locate, and navigate to pages in an open document.
To open the Thumbnail Viewer, click Thumbnail icon in the left drawer. The left drawer expands and displays the Thumbnail Viewer. Scroll up and down to navigate all pages in the open document and click a page to view it. As you scroll through the document, the thumbnail viewer scrolls simultaneously to keep the viewed pages in focus.
The Thumbnail Viewer is compatible with word processor, presentation, vector image, and raster image file types.
Note: The Thumbnail Viewer may not be available in the Native Viewer for document types that do not paginate such as spreadsheets or plain text.
Why was this not helpful?
Check one that applies.
Thank you for your feedback.
Want to tell us more?
Great!